• Support Senior Leadership with business development, scoping, estimating, and delivery of opportunities within the Financial Service Organization (FSO) market vertical.• Advised senior-level directors, executives, and decision-makers through the process of evaluating and selecting enterprise planning software and other supporting tool sets and platforms.• Led multiple client engagement teams, worked with a wide variety of clients to deliver professional services, and led business development activities on strategic and global priority accounts within the Financial Services Sector.• Advised clients on a variety of business process issues that help identify, assess, manage, and measure the organization's capabilities. Used business process, organizational, and EPM technology capabilities (Anaplan) and knowledge across several of the following focus areas: o Finance transformation (Shared Services, Financial Close, General Ledger/ERP management) o Finance Strategy (Vision, Mission, Guiding Principles) o Financial Accounting and Reporting operations improvement o Enterprise Data Governance / Anaplan Data Governance o Finance rapid assessments o Source-to-report transformation o Planning, budgeting, and forecasting integrations o Performance Management and Measurement (KPIs, business driver-based metrics) o Cost optimization/ Allocations / Profitability o Regulatory and Statutory Reporting strategy and improvement• Supported sub-service line and practice leadership in recruiting and hiring applicants to build practice capabilities• Mentor, coach, and advocate junior peers within the sub-service line and practice

• Responsible for the business development, scoping, estimating, and delivery of project implementation of all Mid-Market opportunities within the delivery organization.• Advised senior level directors, executives, and decision makers through the process of evaluating and selecting enterprise planning software and other supporting tools sets and platforms.• Established and developed multiple sales templates and presentation decks to position EPM platforms for sales opportunities.• Seasoned thought leader within the Anaplan community; specifically, on model architecture, optimizing sparsity, and complex calculations and processes.• Highly active Model Builder and Solution Architect within the Anaplan platform, and have developed multiple domain-specific solutions for both current and prospective clients.• Actively mentor and coach consultants on various technical, soft skills, and best practices in consulting.• Design and architected solutions that are tailored to solve current and prospective client’s existing pain-points within legacy planning solutions.• Actively engage with client to gather requirements for their ideal solution to scope project work.• Lead on-site scoping sessions to help clients better understand potential value and opportunity in the Anaplan platform.• Build new and cultivate existing relationships with clients and Anaplan employees.

• A highly active Model Builder and Solution Architect within the Anaplan platform that develops domain- specific solutions for clients.• Building models that are tailored to solve current and prospective client’s pain-points.• Directly involved with pre-sales demos with sales team. This involves demoing either a pre-built model to the potential client or gathering requirements from the client to build a specific POC demo.• Actively engage with client to gather requirements for their ideal solution to scope project work.• Assisted in the generation of user story creation as part of the Agile process.• Documentation and cross training of completed client solutions.

• Create SQL queries for data mining the client database for client requests and to investigate any known or unknown issues.• Manage business requirements through implementation to completion. This includes tracking changes, analyzing proposed changes for impact to project schedule, coordinating review and approval of changes, revising any requirements documentation. • Manage quality assurance (QA) by developing, documenting, and executing test plans, test scripts, and test cases with all project stakeholders.• Interpret client business needs into business rules to build successful and accurate digital marketing campaigns.• Ensure that accepted test plans are executed by partnering with the Development, QA and User teams to test, monitor and report variances; track and resolve any requirements defects including any that are incorrect, missing or have unintended consequences.• Provide assistance to the QA team to coordinate and facilitate UAT as required by the QA manager.• Manage Unica campaigns for various client brand initiatives.• Tasked with on-going management of multiple and different pharmaceutical drug online and offline marketing campaigns.• Create and maintain documentation on all core campaign functions.• Work alongside developers to build new solutions in the database to facilitate ETL issues from new and on-going client projects.

• Created ad hoc financial reports and models for senior analysts.• Assisted in preparing financial reports and modeling for FY11Q2.• Formatted and audited various financial reports for managers.• Developed skills in financial analysis and reporting.

• Developed financial models and rate pools for cost volumes on proposals submitted to government agencies, ensuring accuracy and competitiveness.• Reviewed and maintained all current contracts, ensuring compliance and profitability.• Interpreted targeted RFP's to create strategic pricing strategies for successful bids.• Created and maintained budgets for ongoing proposals, optimizing cost efficiency and profitability.